Filed December 1, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,203 | $138,331+84.5% | $86,677+194.4% | $89,394+185.5% |
| Participation rate | 88.9% | 88.9%0pp | 76.6%+12.3pp | 71.3%+17.6pp |
| Annual return | -9.75% | -11.72%+2.0pp | 35.91%-45.7pp | -11.89%+2.1pp |
| Employer contribution / active EE | $5,177 | $4,812+7.6% | $2,836+82.5% | $3,022+71.3% |
| Participant deferral / active EE | $9,444 | $8,027+17.7% | $4,656+102.8% | $5,123+84.3% |
| Admin fee / account holder | $0 | $64-100.0% | $7,493-100.0% | $79-100.0% |